Taylor & Morgan Wealth Management
MSFT icon

Taylor & Morgan Wealth Management’s Microsoft MSFT Stock Holding History

Taylor & Morgan Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.24M Sell
10,212
-219
-2% -$101K 2.52% 10
2026
Q2 		$3.89M Sell
10,431
-571
-5% -$231K 1.92% 15
2026
Q1 		$4.07M Sell
11,002
-239
-2% -$100K 2.32% 12
2025
Q4 		$5.44M Sell
11,241
-366
-3% -$183K 3.05% 7
2025
Q3 		$6.01M Buy
11,607
+62
+0.5% +$31.6K 3.69% 6
2025
Q2 		$5.74M Buy
11,545
+5
+0% +$2.17K 3.88% 5
2025
Q1 		$4.33M Sell
11,540
-252
-2% -$103K 3.27% 8
2024
Q4 		$4.97M Sell
11,792
-1,540
-12% -$656K 3.49% 8
2024
Q3 		$5.74M Sell
13,332
-356
-3% -$152K 3.85% 8
2024
Q2 		$6.12M Sell
13,688
-183
-1% -$77.3K 4.33% 7
2024
Q1 		$5.84M Buy
13,871
+171
+1% +$69.2K 4.28% 7
2023
Q4 		$5.15M Buy
13,700
+99
+0.7% +$35.2K 4.1% 8
2023
Q3 		$4.29M Sell
13,601
-358
-3% -$118K 3.87% 8
2023
Q2 		$4.75M Sell
13,959
-206
-1% -$64.6K 3.9% 8
2023
Q1 		$4.08M Buy
14,165
+424
+3% +$108K 3.55% 8
2022
Q4 		$3.3M Buy
13,741
+142
+1% +$34.1K 3.11% 8
2022
Q3 		$3.17M Buy
13,599
+1,917
+16% +$506K 3.15% 8
2022
Q2 		$3M Buy
11,682
+921
+9% +$250K 2.85% 8
2022
Q1 		$3.32M Buy
10,761
+3,508
+48% +$1.06M 2.71% 8
2021
Q4 		$2.44M Buy
+7,253
New +$2.35M 1.97% 12

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Taylor & Morgan Wealth Management's MSFT Position: Q3 2026 in Review

Taylor & Morgan Wealth Management reduced its Microsoft (MSFT) stake by 2.1% in Q3 2026, selling an estimated $101K and leaving 10,212 shares worth $5.24M. The position accounts for 2.52% of the portfolio, ranked #10.

Taylor & Morgan Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.12M in Q2 2024. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Taylor & Morgan Wealth Management held 10,212 shares of Microsoft worth $5.24M as of Q3 2026.
  • Taylor & Morgan Wealth Management sold 219 Microsoft shares in Q3 2026, an estimated $101K.
  • Microsoft made up 2.52% of Taylor & Morgan Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Taylor & Morgan Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Taylor & Morgan Wealth Management's Microsoft position peaked at $6.12M in Q2 2024.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.